Manager of Savings and Investments Jobs in Greenwich, CT
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
Investment Consultant - Garden City, NY
- Garden City, NY (21 miles from Greenwich, CT)
- 2 days ago
- Garden City, NY (21 miles from Greenwich, CT)
- 2 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Wealth Management Advisor (Hackensack or Princeton, NJ)
- Hackensack, NJ (24 miles from Greenwich, CT)
- 3 days ago
- Hackensack, NJ (24 miles from Greenwich, CT)
- 3 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
- Englewood, NJ (20 miles from Greenwich, CT)
- 6 days ago
- Englewood, NJ (20 miles from Greenwich, CT)
- 6 days ago
Overview We are seeking an experienced Asset Manager to oversee a national portfolio of industrial warehouse properties. The Asset Manager will be responsible for financial performance,...
Investment Consultant - Manhasset, NY
- Manhasset, NY (17 miles from Greenwich, CT)
- 7 days ago
- Manhasset, NY (17 miles from Greenwich, CT)
- 7 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
- Norwalk, CT (11 miles from Greenwich, CT)
- 26 days ago
- Norwalk, CT (11 miles from Greenwich, CT)
- 26 days ago
Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position is within the U.S. Investment Consulting’s Client Service Team. The Client Service Team provides both advisory and...
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Bridgeport, CT (23 miles from Greenwich, CT)
- 27 days ago
- Bridgeport, CT (23 miles from Greenwich, CT)
- 27 days ago
Overview: The primary function of this position is the servicing and asset management of multifamily loans originated by M&T Realty Capital Corporation for Fannie Mae, Freddie Mac, FHA/GNMA, Life Companies...
Photo Retoucher & Digital Asset Manager
- Port Chester, NY (2 miles from Greenwich, CT)
- 30+ days ago
- Port Chester, NY (2 miles from Greenwich, CT)
- 30+ days ago
ABOUT THE SHADE STORE At The Shade Store, we have handcrafted the finest Shades, Blinds, and Drapery for 75 years. We believe designing beautiful custom window treatments should be an effortless...
- Danbury, CT (24 miles from Greenwich, CT)
- 45+ days ago
- Danbury, CT (24 miles from Greenwich, CT)
- 45+ days ago
FuelCell Energy is a global leader in decarbonizing power and producing hydrogen through our proprietary fuel cell technology. Our mission is to enable a world powered by clean energy. As an...
Remote Workbanking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
Demographic Data for Greenwich, CT
Moving to Greenwich, CT? Find some basic demographic data about Greenwich, CT below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Greenwich, CT
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Greenwich, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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